Inventory and Call Off

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Revision as of 21:05, 17 February 2014

About

Mantis:

Parent: 0004392
Category: ASN: Inventory and Call Off

Business Info

Definitions

Inventory - Supplier's information about items ready to ship.

Per Marc, Inventory is a quantity of items related to a purchase order that are "manufactured" and "ready" at a supplier's warehouse.
This is Portal-specific data
1 "Inventory Record" = unique PO / SKU combination
Inventory can be "replenished". This means the supplier can add more quantities at any point in time.

Call Off - Action of a Planner with "Call Off" rights to request/reserve some quantity of the PO from Inventory.

Per Marc, Planner users can select a quantity from "Inventory" and ask the supplier to create an ASN for that "Quantity".
Pending Call Off

Inventory Shipper
Call Off Planner

Business Needs

The simple way of auto-update a list of open POs
Notify/filtering a due date status of PO (e-mail, DB reports)
Provide visibility of Supplier inventory levels
Create "Call Off" based on Inventory record

Log call off request in inventory

Create ASN from "Call Off"
Analytics in Flashlight

Solution

Solution Summary

System should provide the following steps/processes:

Open POs - Purchase Order upload per "PO Issued by"
Inventory - Creating Inventory record by Supplier
Call Off - Requesting quantity of PO by Planner
Notifications and reports

Admin

Add Inventory Shipper Role
Add "Call Off" rights as option of Planner User
Ability to enable/disable "Inventory and Call Off" feature in Portal
Per Portal, manage a table of allowed Inventory Shippers by "PO issued by"

ASN

Open POs tab

Fields
Filters
Controls
Functions

Inventory tab

Fields

Supplier
Pick up Location
PO #
Item code
Description
Price
PO Issued By
Packaging?
Ship to?

Filters
Controls
Functions

Call Off tab

Fields
Filters
Controls
Functions

Reports

Impending PO Dashboard report

SOWs

SOW 1 Add Inventory Shipper Role

mantis: 4457

This is new type of CT2 user
This user is linked to ASN Portal (one or more ?)

It is allowed to work in Inventory with all or some "PO issued by" (managed in ASN Portal admin)

Inventory Shipper functions are:

create Inventory record from open PO

confirm cargo ready (available) date (?) and enter other fields (pallets, packaging, gross weight, dims, ship to)

replenish Inventory record (add more quantities at any point in time)
proceed "Call Off":

open "Call Off" record
confirm Cargo Ready Date
updates all fields required (need validations)
create ASN from "Call Off"
NOTE: Allow item QTY changes! (???)

close Inventory record (moving to another tab)

SOW 2 Add "Call Off" rights as option of Planner User

mantis: 4458

This is new option for CT2 Generic Planner user
...

SOW 3 Inventory and Call Off panel

mantis: 4459

This is separate section of ASN2 to provide:

List of open POs
Inventory information on Supplier's level
Call Off functionality on Planner's level
ability to create ASN from "Call Off" record

Inventory panel should be managed to enable from ASN Portal admin by "PO issued by".

If enabled, the Inventory Shippers need to be selected to create inventories (No selection -> All shippers can create inventories).

SOW 4 Purchase Order upload

mantis: 4437

This feature provides upload PO information into the ASN Portal.
It is suggested to use pre-formatted spreadsheet or csv spec that contains the fields:

PO Issued By
Supplier
Pick up Location
PO #
Item code
QTY
Description
Unit Price
Supplier Due Date
Packaging?
Ship to?

The file should be proceeded via FTP.
Validations - ...

SOW 5 Supplier Due Date: indicate, filter, notify

mantis: 4460

Supplier Due Date

= when does this need to be ready at the supplier

= date by which an INVENTORY record needs to be created.

Add "Due date" group indicator as column in the table of Open POs:

Green. Due date is in XXX weeks
Yellow. Due date is in YYY weeks
Orange. Due date is in ZZZ days
Red. Due is "past due"

Add ability to filter by group of due date
Add ability to send "Due date" e-mail notifications

Green/Yellow "due date": no need to notify.
Orange "due date": "PO / Item is due in xx days and no inventory record was created. Please provide a status update urgently."
Red "due date". "PO / Item is due tomorrow and no inventory record was created. This order is late. Please update."

Add "Due date" dashboard report

...

@@ Line 84: / Line 84: @@
 * This is new type of CT2 user
 * This user is linked to ASN Portal '''(one or more ?)'''
-:* It is allowed to work with all or some "PO issued by" (managed in ASN Portal admin)
+:* It is allowed to work in Inventory with all or some "PO issued by" (managed in ASN Portal admin)
 * Inventory Shipper functions are:
 :* create Inventory record from open PO